Managing lists
FollowIn Altamira HRM information is often presented in a tabular form called a list. The behaviour of lists is consistent across the platform whether you are viewing CVs, vacancies, employees, documents, etc. Lists are also used for sorting and selecting items and they can be customized to display the columns you select and format the data as required.
Sorting lists
To sort the list click on the column heading. For example to sort the list of CVs shown above by age, click on the Age label. If you click a second time the list will be sorted in the opposite direction.
Switching lists
Lists can be stored and you can easily change from one list to another. This allows you to easily change from one set of columns to another without needing to create a single list with many columns.
To switch to a different list:
- Click on the Lists settings icon in the context menu > List management
- Select the list you wish to use
Creating custom lists
The platform provides numerous system lists for all the different types of data available. If you need to you can create a custom list either by creating a new one from scratch or by copying an existing one that you then edit.
- To create a custom list from scratch:
- Click on the Lists settings icon in the context menu > List management
- Click on New link to create a new list
- Edit the list using the Actions link and the view model
- Click on Save button
- To edit an existing list:
- Click on the Lists settings icon in the context menu > List management
- Click on the edit icon of the list you wish to edit. Please note that you cannot edit a system list directly: you must copy it first and then edit the copy
- Edit the list using the Actions link and the view model
- Click on the Save button
Copying lists
- Click on the Lists settings icon in the context menu > List management
- Click on the Copy link corresponding to the list that you want to copy
- Specify the name of new list view
- Click on Copy button
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